The holiday season brings families together like no other time of year. Between the laughter, the feast, and the shared traditions, Christmas is actually the perfect time for estate planning because it offers a rare moment to connect with those we love. It’s also an ideal time to have meaningful conversations about your future wishes, whether it’s your values, legacy, or estate plans.
While these conversations might feel daunting at first, approaching them during a time of togetherness can make them more natural and less intimidating. Here’s how to get started.
Estate planning conversations at Christmastime
1. Everyone’s together: For many families, Christmas is the one time of year when everyone is in the same place, making it easier to have inclusive discussions—perfect for an impromptu “Let’s chat about the future!” conversation. You’ve probably already been thinking about your family, their wellbeing and future, and estate planning is a natural extension of that. Talking about your wishes while you’re still around (and enjoying your eggnog) makes sure that when the time comes, your loved ones won’t be left wondering, “What would mum/dad/nan want?” Plus, you can ask them directly how they feel about being appointed as your power of attorney or enduring guardian.
Another perk of being all together? Logistically it can be easier to get things signed. With family and friends gathered and not caught up in usual busy schedules, you can take advantage of their proximity to get the formalities done.
2. Setting an example (hint, hint): Let’s be honest—most of us have that person in our lives who’s been promising for years to sort their estate planning (you know who we mean!). By getting your own documents sorted over the holidays, you’re leading by example. There’s no better time to gently nudge your loved ones to follow suit. You’re not only looking after yourself, but you’re also showing them how easy it can be to get your estate planning sorted. And if you do it now, you can finally shut down the “I’ll get around to it someday” excuse for good.
3. A spirit of sharing – both gifts and conversations: While everyone’s running around trying to find the perfect gift—another gadget, another pair of socks—you’ll be giving something truly invaluable: peace of mind. There’s no better present than knowing your family is protected, your wishes are clear, and your loved ones won’t be left in the dark when it comes to important decisions.
4. New Year, new start: With the new year approaching, it’s the perfect time to set intentions for the future. If you’ve been putting off your estate planning for a while, the Christmas season is the perfect nudge to finally tick it off your list. The new year is just around the corner—why not start it with one less thing weighing on your mind? And think about it: once you’ve sorted your will, enduring guardianship and power of attorney, you’ll have plenty of time to focus on the important things, like winning the family trivia game and avoiding Aunt Carol’s fruitcake.
How to start the conversation about estate planning
- Choose the right moment
Find a calmer time during the day. While Christmas is the perfect time for estate planning conversations, there can be a lot going on. Avoid rushing the conversation or introducing it during chaotic moments. - Be open and honest
Share your intentions and plans clearly. You might talk about:- Your wishes for medical care or guardianship.
- How you’d like family traditions or values to continue.
- Your plans for your Will and deceased estate.
- Encourage input
Invite your loved ones to share their thoughts and concerns so you can alleviate any misgivings and help any decision-makers in your will, enduring guardianship and power of attorney feel more empowered to make the right decisions if they ever need to. - Keep it light
Avoid making the conversation overly serious. Humour can help ease any tension. For instance, mention how Santa has his list, and you’re just trying to get yours in order too!
Key topics to cover in estate planning conversations
To help guide your conversations:
Talk about family traditions or values you’d like preserved. Share your plans for your estate when you’re gone. Discuss who you’d like to name as decision-makers (executors, guardians and powers of attorney). Explain your wishes for medical care or end-of-life decisions. Mention any charitable giving plans or organ donation. Encourage your family to share their own views and ideas.
So what are you waiting for?
This Christmas give yourself and your family the ultimate gift—security, clarity and peace of mind for the future. And while you’re at it, why not inspire the rest of the family to get their estate planning done too? After all, nothing says “I love you” like ensuring your loved ones are protected. So, pass the pavlova, pour the eggnog, and get your estate planning sorted!
Start the conversation. Secure your loved ones future. Give the gift of peace of mind.
Send us an email at [email protected], give us a call on 1300 034 487 or book in a free 10 minute chat here.
We’ll look after you.
Happy holidays from all of us at Copeland Estates Legal!
